TSG Wealth Management’s Post

Planning for Family Foundation Transitions (via WealthManagement.com): https://ow.ly/ERx950R5Jrs #estateplanning #privatewealth #wealthmanagement

As the year concludes, the pulse on the purpose of charitable giving accelerates, reflecting the generosity that accompanies the holiday season. Giving extends beyond the immediate impact on organizations and beneficiaries. It reinforces a collective commitment to social responsibility and serves as a reminder that, despite challenges faced throughout the year, individuals can come together to make a positive impact in the lives of others. Consider asking yourself these questions as we go into the New Year: 1) Have you pondered your personal purpose and what you want to achieve with your money lately? 2) How has your money and generosity impacted the life of another? It’s a new year, so let’s visit goals and ensure we are on track to navigate the road ahead. You are the vehicle… Your purpose the engine… Your money, a fuel to help you drive toward your goals… Great advisors are valuable passengers. Please email me at [email protected] with questions or to begin planning for the road ahead in 2024. Wishing you and your family a HAPPY NEW YEAR! To get the Pulse of Truist Bank, be sure to visit and subscribe to On Purpose with Bill Rogers at https://bit.ly/3tp0vLY ** DISCLOSURE ** Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences. #giving, #yearend, #deductions, #healthcare, #physicians, #purpose, #socialresponsibility, #community, #charity, #empower, #uplift, #onpurpose, #financialplanning, #money, #moneymatters, #newyear, #giving, #generosity, #reflection

In my latest piece, "Fortifying Legacies: The Imperative of Comprehensive Legacy Planning for UHNW Individuals," I explore how legacy planning transcends traditional wealth preservation. It's about embedding values and visions into future generations and philanthropic missions. This isn't a task confined to legal structuring or financial maneuvering; it involves the heart and soul of what your wealth represents. It's about making a lasting impact, imprinting your ethos onto the world. 👉 Discover the depth and breadth of legacy planning. Learn how it's shaping the future of wealth for UHNW families and individuals. https://lnkd.in/gA4hT95Q #LegacyPlanning #UHNW #WealthManagement #FamilialDynasties #CenturaWealthAdvisory

When it comes to Multi-Family Offices (MFOs), one size does not fit all! 🤝✨ To ensure they meet the unique needs of families, MFOs offer a range of #CustomizedSolutions. Here's how they do it: 1️⃣ Personalized Wealth Planning: MFOs take the time to understand your family's financial goals, values, and aspirations. They create tailored wealth management strategies that align with your specific needs. 2️⃣ Family Governance: MFOs help families navigate complex dynamics by establishing clear governance structures. They provide guidance on decision-making processes, succession planning, and intergenerational wealth transfer. 3️⃣ Lifestyle Management: MFOs go beyond financial matters and assist with lifestyle management. From coordinating family vacations to managing household staff and philanthropic activities, they ensure your family's unique lifestyle is supported. 4️⃣ Comprehensive Financial Services: MFOs offer a wide range of services, including investment management, tax planning, estate planning, risk management, and charitable giving. They integrate these services seamlessly to address all aspects of your family's financial well-being. 5️⃣ Family Education: MFOs empower families by providing educational resources and workshops on financial literacy, wealth preservation, and responsible investing. They ensure that all family members are well-informed and actively involved in managing their wealth. By tailoring their services, MFOs become trusted partners in your financial journey, providing the expertise and support needed to achieve your family's unique goals. 🌟💼💰 #WealthManagement #FamilyOffice #FinancialPlanning #TrustedAdvisor

Developing a robust giving strategy can feel intimidating, but that doesn't mean you should shy away from it. In her latest Kiplinger article, Nicole Jackson Leslie, Managing Director and Senior Wealth Planner at BBH, offers a step-by-step guide on what to give, how to give, and how to know who you should give to. Read the full article here: https://bit.ly/4bzbKRJ

What Services do Family Offices provide? 👇 Family offices are not just about investing; they are the backbone of a family's financial and personal affairs. Here's an insight into the diverse services they offer: 𝟭. 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 As the core activity, family offices manage money and investments. They develop and implement investment strategies and ensure your portfolio can deliver its goals. 𝟮. 𝗟𝗲𝗴𝗮𝗹 & 𝗧𝗮𝘅 Navigating legal complexities and tax is crucial. Family offices provide expert advice to protect your wealth and ensure compliance. 𝟯. 𝗣𝗵𝗶𝗹𝗮𝗻𝘁𝗵𝗿𝗼𝗽𝘆 Giving back is often a family value. Family offices help channel your philanthropic vision into impactful actions, aligning charitable goals with strategic giving. 𝟰. 𝗘𝗱𝘂𝗰𝗮𝘁𝗶𝗼𝗻 Preparing the next generation is key. Family offices offer educational programs to instil financial literacy and stewardship in younger family members. 𝟱. 𝗟𝗶𝗳𝗲𝘀𝘁𝘆𝗹𝗲 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 From planning travel to managing properties, family offices handle the intricacies of HNW lifestyles, ensuring seamless day-to-day operations. 𝟲. 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲𝗱 𝗦𝗲𝗿𝘃𝗶𝗰𝗲𝘀 Every family and its needs are unique. They tailor their services, from estate planning to succession strategies, ensuring a personalised approach. Family offices are the silent architects behind a financial dynasty’s success and legacy. Source - Deloitte #FamilyOffice #WealthManagement #LegacyPlanning #Philanthropy #Education #LifestyleManagement *** If you enjoyed reading this or learned something, ♻️ share this with others and 🔔 follow me Taras Rybak for more.

Transforming Wealth into Legacy 🌟 At BellWether, we believe managing family wealth is more than just numbers on a balance sheet; it's about weaving your deepest values into the very fabric of your financial future. 🌟 It's about creating a lasting legacy, blending family values with success to shape a future that generations will cherish and build upon.🫱🏻🫲🏼 Our Family Office Management services are designed to tailor-fit your family's unique needs, goals and aspirations, ensuring your legacy is not only preserved but also flourishes through time. Here's how we make it happen:👇🏻 ✅ Bespoke Investment Strategies - Crafting growth paths aligned with your family's long-term goals. ✅ Estate Planning - Safeguarding your legacy with thoughtful, forward-looking planning. ✅ Tax Optimization - Ensuring your wealth works for you, not against you, in the tax domain. ✅ Philanthropic Guidance - Aligning your charitable impulses with impactful, lasting legacies. ✅ Risk Management - Protecting your wealth from unforeseen threats. ✅ Family Governance - Fostering unity and ensuring smooth wealth transition across generations. ✅ Education & Empowerment - Equipping the next generation with the knowledge to carry forward the family legacy. We're not just managing wealth; we're nurturing legacies. Let's get started on this journey together and create a future that your family will look back on with pride. 👍🏻 Meet #YourPersonalCFO today. Your legacy is our mission! 🌐: www.balcfo.in #BellWether #FamilyOfficeManagement #FamilyWealth #WealthCreation #RiskManagement #FamilyGovernance #InvestmentStrategy

Understanding the Difference: Family Offices vs. Traditional Wealth Management Family offices provide a comprehensive suite of personalized services beyond standard investment advice, including lifestyle management, philanthropic planning, and family governance. This holistic approach ensures the preservation and growth of family wealth across generations. #WealthManagement #FamilyOffice #FinancialPlanning #LEDGEXPro

Don't miss your chance to join this informative session on Legacy Planning with Advocis Ottawa. Give Get Grow, start your year off right with helping to sharpen your skill set in the strategic philanthropy space! Register today! #philanthropymatters #strategicplanning #legacybuilding Advocis Toronto Chapter Advocis Chapters Advocis

Does your legacy include the stories and history behind your family wealth? Hear Sarah Salomon, Head of UBS Family Advisory and Philanthropy Services Americas, and Robert Cocuzzo, founder of Legacy Literature, discuss the importance of a shared family narrative in creating family cohesion and a meaningful legacy. https://from.ubs/6043Y2EpU